DFVE DOUBLELINE ETF TRUST
FollowCMN (fund)
8 managers (8 13F filers) reported a position in DFVE shares at 2026-06-30, 708,149 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 2
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 708,149
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 667,707 | $24M | 0.25% | +104,085 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 26,574 | $954K | <0.01% | 0 | 13F-HRTimelineGroup |
| Mutual Advisors, LLC | 11,613 | $417K | 0.01% | +2,746 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 1,500 | $53.8K | <0.01% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 666 | $23.9K | <0.01% | new | 13F-HRTimelineGroup |
| JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP | 86 | $3.1K | <0.01% | new | 13F-HRTimelineGroup |
| VANGUARD ADVISERS INCin group VANGUARD GROUP INC | 3 | $108 | <0.01% | 0 | 13F-HRTimelineGroup |
| Integrated Wealth Concepts LLC | 0 | $4 | <0.01% | -7,932 | 13F-HRTimelineAmount filed as zero, left out of ratios. |